CCH® ProSystem fx® Practice Management

Need to effectively manage your firm? Then take a look at CCH ProSystem fx Practice Management — it puts you in control with just a few clicks. With Practice Management, you can take a critical look at your firm and quickly make changes to improve your processes and profitability.

Practice Management's time and billing software provides all the modules you need for effective firm management:

Project Management and Tracking – Monitors project due dates and budgets, provides reports on budget-to-actual hours and dollars, assigns employees to projects and offers full tax tracking to monitor the flow of tax returns.

Contact Management and Marketing – Allows you to track clients, contacts, business affiliates, prospects and leads. Helps you analyze your referral and business affiliate relationships to gain new clients, build your business and create marketing materials to better promote your services.

Billing and Invoicing – Gives you the ability to bill by project, review historical transactions, generate on-screen invoices and assign a billing status to every client.

Time and Expense Entry – Uses an intuitive time-entry screen to encourage on-screen, daily use by employees. Unlimited timers help employees increase their billable time and convenient alerts help them remember to submit their time sheets.

Forecasting – Anticipate staffing needs and spot bottlenecks with new forecasting features. Staff can schedule their own time and view weekly forecasts, and management can ensure workload is evenly balanced among staff.

Reporting – Reports can be printed, e-mailed, saved as PDFs and exported to a variety of other formats, including Microsoft® Excel®. Practice Managementoffers 70 standard reports, and an easy-to-use Report Writer with 50 templates to help you create customized reports for your firm.

Three levels of Practice Management are available:

Enterprise Edition – The optimal Microsoft® SQL solution.

Office Edition – The Microsoft® SQL Express solution.

Basic Edition – Includes more features than any comparable tax and accounting billing package available on the market.

Add-on productivity tools refine your processes.

Practice Management’s time and billing software offers time saving add-on features to make your firm more productive and efficient:

Internet Time Entry — Allows employees to enter their time and expenses from any location.

Database Cleanup can improve performance and data integrity while reducing data size and liability risks. This is a great service to get ready for tax season.

Benefits of the service:

Validate data — Discover data validation problems that may be causing reporting issues or mismatched data. This analysis includes many items not included on the standard Practice Management Data Integrity reports.

Free up client codes, employee codes, and service codes that can be reused after the cleanup.

Discover clients that have no activity or balances. These clients can then be reviewed and purged.

Eliminate offices, partners and clients that may exist as a result of a firm split.

Reduce the risk of encountering duplicate invoice numbers which are not allowed in Practice Management. [Applies to older databases (CPASoftware) that converted as 90,000 invoice numbers.]

Reduce risk and measure liability — Retaining discoverable data for much longer than required by regulatory, industry, and statutory guidelines needlessly increases risk exposure for both the firm and its clients. Consult with your malpractice carrier or legal counsel for more details and to ensure compliance.

Reduce database footprint

Reduce the overall size of the database.

Reduce progress billing detail records to one balance record based on the cutoff date.

Prevent SQL Server constraint issues. The free version of SQL Server has database size limitations. This can cause issues if the Practice Management database grows beyond these size limits.

Recommended CPE

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Designed to ensure a smooth implementation, a knowledgeable consultant will guide your firm's implementation leaders through important decisions within the software. During a one-day format, new customers gain a head start on using the software to its full potential. The consultant will also review program setup items and data conversion preparation. During a two-day format, attendees will have the opportunity to complete their own Policies & Procedures guide. Additional time is also available to discuss more complex technical, procedural, and functional implementation issues.

Course Objectives

Assess implementation goals

Discuss setup items you need to complete for a successful conversion

Use the implementation checklist to create a to-do list for conversion and implementation

Make assignments and set due dates in the implementation checklist

Begin updating the Policies & Procedures guide to build best practices specific to your company

Complete the Policies & Procedures guide (two day format only)

Work through complete multi-office or large-scale implementations (two day format only)

Note:Best Practices Consulting is available in a one day or two day format.

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Course content focuses on a group of important options and features you must set up for the program to function properly. While there are many other important options and features in the program, this course focuses on some of the most basic functions you must set up in order to prepare for conversion.

Set default security settings and security settings for individual employees

Create a list of Categories, Subcategories and Service Codes

Set up your default invoice format

Make decisions about how to enter a new client and client contact

Note: Mandatory for new customers having an electronic data conversion. Please make note that the content provided in this Setup course is also covered in the Best Practices Consulting course; therefore, firms purchasing the Best Practices Consulting course do not need this session as well.

Who Should Attend?

Staff involved in determining the firm's best practices and software setup.

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Course content focuses on features in the Administration and Accounts Receivable modules. By learning how to function properly within these modules, you can more efficiently and effectively manage and maintain the program on a day–to–day basis. This course includes hands–on computer training.

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Course content focuses on billing practices and features that help to ensure timely, profitable billing. We follow the philosophy that having WIP, prior Invoice and A/R information at your fingertips saves time and money. Keeping management up to date on the status and progress of client accounts is the fundamental philosophy that drives the course. This course includes hands-on computer training.

Course Objectives

Select clients to bill

Bill related clients (client engagements) together

Generate a Quick Bill

Correct WIP

Analyze, Select and Adjust WIP

Bill by Category or project

Use Billing Agreements

Partial Bill (apply a write up or write down to a specific WIP transaction)

Format invoices

Generate a Progress Bill

Generate Fixed Fee Bills

Review billing decisions on-screen

Print or email invoices in a batch

Who Should Attend?

All staff that select clients to bill, make billing decisions, correct or transfer WIP, generate, format, or process invoices, and review and approve bills.

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This course content focuses on features employees will use when creating and managing projects. Project Management list setup and creating projects are integral parts of this course, but the content includes additional setup and management features such as assigning employees to projects, establishing budget information and scheduling budgeted time.

Course Objectives

Setup Project Management lists

Copy Templates to clients

Copy existing client projects to other similar clients

Assign staff to projects

Establish time budgets for projects

Use Project Management utilities and other helpful features

Who Should Attend?

Staff who create projects, set time budgets for projects, and assign staff to jobs.

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Course content focuses on the key features that all employees use when entering time and expense transactions, updating the status of a project and finding client contact information. The course content also includes a thorough overview of the Practice Management Dashboard. All of these features are designed to make sure that management has the most up–to–date information to make decisions.

Course Objectives

Enter billable time or expense transactions in 30 seconds or less

Enter nonbillable time, expense, CPE and marketing transactions

Update project status when entering time and expenses

Review, edit and release time and expense transactions

Generate a reimbursable expense report

Manage and review personal due dates

Review summary or detailed timesheet history

Monitor client and project alerts

Look up client information

Use the Firm, Employee, Client, Projects and Resource Dashboards

Who Should Attend?

All staff that enter time, expenses, lookup contact information, and update project status.

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This course focuses on using features within Practice Management to better track your marketing efforts. The content helps you determine how your employees attain new business. The need for up to date information concerning leads and prospects, as well as tracking Marketing Methods, Referral Sources and employee marketing efforts drive the course content. The course also covers the use of mailing lists to generate quick labels and letters.

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Course content focuses on using various reporting options to better analyze data stored in Practice Management. The content addresses the need for up to date information concerning WIP, Billing and A/R using Dashboards and customized on–screen lists. This course also covers standard, preinstalled reports and use of the embedded Report Writer to create custom reports.

Course Objectives

Use standard, preinstalled reports in the Reports and Custom Library modules

Save preferred settings for preinstalled reports

Use the Dashboard to view firm or client staff assignment totals for WIP, billings in progress, and A/R

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Looking for additional Practice Management consulting? Create your own agenda and benefit from the opportunity to have a qualified consultant answer your firm's specific questions.

Course Objectives

Determined by the attendees

Note: Order Practice Management Consulting in 1 hour, 2 hour, 4 hour, or 8 hour increments.Services are billed at the actual time, rounded to the nearest half hour. Amount of time needed will be based on the agenda.

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Are you a current user of CCH ProSystem fx Practice Management? Do you need to reexamine your current Practice Management processes? Do you need assistance with new or enhanced program features? Do you have questions about specific Practice Management modules (e.g. Billing, Projects, Marketing)? If so, benefit from a having a qualified consultant examine your current processes, review new and existing program features, or answer your specific questions.

Course Objectives

Create your own agenda and benefit from the opportunity to have a qualified consultant answer your firm's specific questions.